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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,709 | $117,895-12.9% | $102,460+0.2% | $145,897-29.6% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 15.08% | 31.92%-16.8pp | 29.47%-14.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,230 | $5,736-26.3% | $5,056-16.3% | $6,689-36.8% |
| Admin fee / account holder | $67,416 | $13,353+404.9% | $9,460+612.6% | $13,390+403.5% |